Nations Financial Group’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Nations Financial Group’s Portfolio ETB Stock Details ETB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,200	Closed	-$129K	–	627
2023 Q3	$129K	Hold	10,200	–	–	0.01%	598
2023 Q2	$142K	Sell	10,200 -400	-4%	-$5.23K	0.01%	596
2023 Q1	$138K	Hold	10,600	–	–	0.01%	593
2022 Q4	$139K	Buy	10,600 +300	+3%	+$4.27K	0.02%	578
2022 Q3	$136K	Buy	+10,300	New	+$163K	0.02%	518

Other funds holding ETB

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Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Nations Financial Group's ETB Position: Q4 2023 in Review

Nations Financial Group sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2023, closing a stake of 10,200 shares — an estimated $129K sold.

Nations Financial Group first reported a position in ETB in Q3 2022 and held it in 5 quarters. The position peaked at $142K in Q2 2023. 86 funds tracked by Wall St. Rank hold ETB as of Q4 2023.

Nations Financial Group reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2023 after selling out during the quarter.
Nations Financial Group sold 10,200 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2023, an estimated $129K.
Nations Financial Group first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2022 and held it in 5 quarters.
Nations Financial Group's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $142K in Q2 2023.
86 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q4 2023.

Based on Nations Financial Group's 13F filing for Q4 2023, filed 9 Feb 2024.